Branch Relationship Manager - CASA - Karaikudi

Job Purpose:

To drive acquisition and growth of Current Account and Savings Account (CASA) portfolios through new-to-bank customer acquisition, relationship management, and cross-selling of banking products and services. The role focuses on building and maintaining strong relationships with business and individual clients to achieve branch and regional CASA targets.

Key Responsibilities:

1. Business Development & Acquisition

• Acquire new CASA customers through open market sourcing, referrals, and corporate tie-ups.

• Achieve monthly and quarterly CASA targets (both value and volume).

• Conduct market mapping and competitor analysis to identify new business opportunities.

2. Relationship Management

• Maintain and deepen existing customer relationships to increase CASA balances.

• Provide personalized banking solutions to clients based on their business and financial needs.

• Ensure high levels of customer satisfaction and service delivery.

3. Cross-Selling & Revenue Generation

• Cross-sell bank products such as term deposits, loans, insurance, investment products, and digital solutions.

• Drive activation and usage of digital channels (internet banking, mobile banking, debit cards, etc.).

• Ensure fee income generation through value-added services.

Certifications (preferred): IRDA / AMFI / NISM certifications.